Key PointsTech stocks have taken a breather in recent months due to external factors, but the underlying demand for AI remains strong enough to reignite a rally.

The Nasdaq Composite index has been mostly sliding since October 2025, but it could step on the gas again very soon.

Orban Warns "We Could Now Lose Everything": Sunday's Hungarian Elections Have Profound Implications For Europe As Hungarians head to the polls on Sunday, April 12, 2026, the country stands at a historic inflection point. For the first time since Viktor Orbán’s Fidesz party swept back into power in 2010, a credible challenger - Péter Magyar and his Tisza party - has a genuine shot at ending 16 years of what Orbán proudly calls his "illiberal laboratory." In a final campaign rally, Orbán warned supporters they are choosing "not just a government, but the fate of the country" and could "now lose everything we have built together." Bluntly put the election is a referendum on the durability of nationalist populism in Europe, the future of EU integration, energy security amid the Ukraine war, transatlantic conservative alliances under Trump 2.0, and even the fate of billions in Chinese investment that have reshaped Hungarian industry. Right now, it looks like Magyar has it in the bag , so read on for the implications: Will the next Prime Minister of Hungary be Péter Magyar? Yes 72% · No 28% View full market & trade on Polymarket As Goldman notes, independent polls, seat projections, and prediction markets all point to a likely Tisza victory - potentially with the two-thirds supermajority needed to rewrite the constitution. Markets have been pricing it in for over a year, yet the stakes could hardly be higher, and the outcome remains fluid until the ballots are counted. A Fidesz upset or narrow hold would reverberate from Brussels to Beijing, from Kyiv to Washington. This is the "Battle for Hungary" - and its ripples could redefine the continent’s political fault lines, as noted by Andrew Korybko. The Two-Man Race: Orbán’s Empire vs. Magyar’s Surge Orbán, 62, has dominated Hungarian politics since 2010, crafting a model of "illiberal democracy" that mixes nationalist rhetoric, state-orchestrated economic control, and defiance of EU norms. He positioned Hungary as a bulwark...

An even game, shared points and a collective dream of Europe that remains alive after this draw. Igor Thiago’s double seemed to have given Brentford a victory that would have moved them up to sixth, only for Kiernan Dewsbury-Hall to lash home an injury-time equaliser and ensure Everton departed with something to show for their efforts. It was little more than they deserved in a match that ebbed and flowed without either side edging further than a neck in front. Continue reading...

Cathie Wood buys $11 million of tumbling megacap tech stock thestreet.com

After big stock market gains, Iran talks and upcoming earnings are in focus. Google, Amazon and Nvidia are in buy areas.

Reddit (NYSE:RDDT) currently trades at $145, while the average Wall Street analyst price target sits at $228.98, implying roughly 58% upside from current levels. That gap demands explanation. Reddit reaches about 444 million weekly active users and now ranks as the third most-visited website in the U.S. What makes it stand out is simple: it ... Reddit (RDDT) Trades $84 Below Average Price Target Following 37% 2026 Decline

In early April 2026, Alphabet’s Waymo unit launched its fully autonomous ride-hailing service in Nashville, extending its commercial robotaxi network across 10 major U.S. metropolitan areas with hundreds of thousands of weekly paid rides. This expansion highlights how Alphabet’s AI and autonomous driving capabilities are evolving from experimental projects into scaled transportation services that could become a meaningful business line over time. We’ll now examine how Waymo’s Nashville...

Scott Parker has spent much of the season bemoaning the “fine margins” of the Premier League and after witnessing Burnley lose to Brighton and having two of their own disallowed for paper-thin offsides, he might be looking forward to the prospect of the Championship. The assistants called the offsides after Jaidon Anthony and Bashir Humphreys netted but lengthy video assistant referee delays offered hope and the technology had to work hard to spot the illegalities. Ultimately, it was Mats Wieffer’s two strikes that settled the match, tripling his tally for the club, to boost Brighton’s European hopes and leave Burnley 12 points from safety with six to play. Continue reading...

Kenneth Cheung/iStock Unreleased via Getty Images I previously reiterated my Buy rating for Opera Limited (NASDAQ: OPRA ) in December 2025, given the attractive risk/reward profile from the discounted valuations and the rich forward dividends. Given the ongoing stock price consolidation, OPRA remains a Great Buy here, aided by the management's promising FQ1'26/FY2026 guidance, the robust return prospects across double digits capital appreciation, inflated hedged dividend yields, and expanded shareholder equities from the new $300M share repurchase program. OPRA Offers Diversified, Profitable Growth Prospects OPRA 1Y Stock Price (Trading View) Since my last Buy rating, OPRA has offered an excellent stock price return of +9.1% compared to the wider market at +0.7%, thanks to the well received FQ4'25 earnings call in late February 2026. Combined with the rich dividends, the stock has delivered an even richer total return of +12.1%, with it underscoring their compelling dual pronged return prospects as discussed in my last article. 1. FQ1'26 Preview For now, with OPRA set to report their FQ1'26 performance in April 23, 2026 , I urge readers to compare their upcoming performance against the management's previously offered revenue guidance at $170.5M at the midpoint ( +19.4% YoY ) and adj EBITDA at $39M (+20.7% YoY). Despite these promising numbers, I want to offer another metric for consideration, ie: their adj EPS numbers, since their recent performance has been rather underwhelming. For example, OPRA has suffered through: the elevated cost of inventory sold (the cost for third party advertising inventory that is sold to our customers along with our own inventory to better serve our advertisers’ demand) at $205.12M in FY2025 (+72.8% YoY) against the slower growing advertising revenues of $396.04M (+36.2% YoY), with it contributing to the deteriorating gross margins of 64.1% (-8.3 points YoY). With the management expecting to drive further growth in the Opera Ads platfor...

Key PointsPutman sold 29,386 shares on April 6, 2026, with a transaction value of approximately $425,000 based on a weighted average price of around $14.45 per share.

Mikel Arteta urged fans to bring ‘your lunch, bring your dinner’ but when the set pieces fail to fire his side are short of a full plate It was another one of those games where Arsenal had found it necessary to rouse the troops beforehand. Mikel Arteta, in his occasional, unusual jokey mode, had urged Arsenal fans to “bring your lunch, bring your dinner” and make this 12.30 kick-off an occasion. The players, meanwhile, had been training under the eye of a big screen broadcasting footage of Arsenal in happy, successful moments, presumably to encourage the creation of more. “Every game, we have to be there,” Arteta said. So were they? Continue reading...

伊朗及美國代表團，先後抵達巴基斯坦首都伊斯蘭堡，雙方現正進行談判。今次伊朗代表團，帶同特別的「飛行同伴」到巴基斯坦，作為美國對伊朗犯下戰爭罪行的鐵證。 伊朗傳媒發布片段，見到議長卡利巴夫在機上其中一排座位，擺放4名兒童遺照，是早前遭美軍襲擊身亡的米納卜小學學生，遺照下是其書包，每個書包都放著鮮花。卡利巴夫形容是「飛行同伴」。 而伊朗代表團名稱是「米納卜168」，意指米納卜小學遇難的168名兒童。

Her death led to landmark ruling that sustained domestic violence can make an abuser criminally responsible for their victim’s suicide On the night of 27 July 2023, Kimberly Milne jumped to her death from a road bridge. Her suicide came after months of mental health crises, compounded by a campaign of domestic abuse at the hands of her former partner. In this regard, to the officers who attended the scene, Kimberly’s was a depressingly familiar story. Continue reading...

股票代码 股票简称 报告名称 东财评级 评级变动 2026盈利预测 2027盈利预测 行业 收益 市盈率 收益 市盈率 600312 平高电气 2025年年报点评：业绩符合市场预期，在手订单充沛确保十五五开门红 买入 维持 1.180 17.60 电网设备 null

股票代码 股票简称 报告名称 东财评级 评级变动 2026盈利预测 2027盈利预测 行业 收益 市盈率 收益 市盈率 002928 华夏航空 国内支线航空领导者，未来成长空间可期 买入 首次 航空机场 null

投资要点： 铜：国内库存持续去化，铜价回升。本周伦铜/沪铜/美铜涨跌幅分别为+4.25%/+2.28%/+3.28%。 库存端，国内库存持续去化，伦铜/纽铜/沪铜库存分别为39.3万吨/58.7万短吨/26.6万吨，环比变化+7.77%/-0.22%/-11.49%；国内电解铜社会库存31.9万吨，环比-13.06%。需求方面，电解铜杆周度开工率79.98%，环比减少3.61pct。伊朗战争方面，美伊双方先后发声表示同意暂时停火两周，并将在巴基斯坦展开政治谈判。本周国内库存大幅去化，叠加伊朗战争边际缓和，铜价回升，重点关注美伊战争持续性和进展。中长期看，铜矿资本开支不足，供给端扰动频发，铜矿供需格局或将由紧平衡转向短缺，叠加美联储进入降息周期，铜价中长期有望上行。建议关注：紫金矿业、洛阳钼业、江西铜业、中国有色矿业、五矿资源、铜陵有色、金诚信、西部矿业。 铝：中东供给扰动加剧，铝价有望上行。1）氧化铝：新建项目陆续投产，氧化铝价格后市或承压。本周氧化铝价格下跌1.26%至2750元/吨，截至本周四，冶金级氧化铝运行产能达8667万吨/年，周度开工率增加0.26pct为76.2%。伴随广西地区新建氧化铝项目陆续投产，供给宽松下氧化铝价格或承压。2）电解铝：中东供给扰动加剧，铝价有望上行。本周沪铝下跌0.32%至2.46万元/吨，伦铝价格上涨1.71%至3483美元/吨，电解铝毛利8744元/吨，环比增加1.75%。库存方面，国内库存持续累积，海外库存持续去化。本周伦铝库存39.92万吨，环比减少3.11%，沪铝库存47.43万吨，环比增加0.90%，国内现货库存为142.2万吨，环比增加2.52%。海外供给方面，4月3日，阿联酋环球铝业（EGA）宣称其旗下AlTaweelah铝综合体遭伊朗导弹和无人机袭击，受损严重，电解铝生产完全恢复时间可能长达1年。AlTaweelah铝综合体2025年电解铝产量达160万吨，占海外电解铝产量5.3%，占全球电解铝产量2.2%。若战争持续，中东电解铝供应扰动有进一步加剧的风险，海外电解铝缺口或将持续放大，海外铝价有望延续上行，国内铝价一定程度受高库存压制，但进口传导下沪铝或也易涨难跌。中长期看，供给端，国内电解铝运行产能接近天花板，海外在建项目进度缓慢，而需求端维持稳定增长甚至存超预期可能，电解铝今年或出现短缺格局，铝价有望迎来上行...

新能源汽车方面，一季度销量虽同比下滑，但随着需求旺季来临，我们依然看好2026年全球新能源汽车销量有望保持较快增长，带动电池和材料需求增长。动力电池方面，锂电旺季来临，有望推动企业订单签订和盈利修复。新技术方面，固态电池迈向工程化验证关键期，关注相关材料和设备企业验证进展。光伏方面，“反内卷”、“太空光伏”是2026年光伏投资双主线。2026年政府工作报告明确我国将加快发展卫星互联网，太空光伏产业链有望同步受益于海内外卫星发射数量提升。主产业链方面，硅料、硅片价格下跌，组件价格提升，有利于组件环节龙头厂商兑现利润，2026年组件环节有望企稳。由于白银价格上涨，电池片环节格局正在优化，贱金属导入速度有望加快。国内已出现高功率组件需求，下游电池组件依赖提效进行市场化出清，且组件高功率化有望推动组件单价提升，组件厂涨价诉求强，建议关注行业格局较好的电池组件、钙钛矿、胶膜等核心辅材方向。风电方面，中东局势升级推动天然气价格提升，欧洲能源独立紧迫性进一步升级，欧洲海风需求有望提升，建议关注风机、海上风电方向。储能方面，需求维持高景气度，建议关注储能电芯及大储集成厂。氢能方面，电能替代有望打开绿氢需求空间，绿氢耦合煤化工、绿色甲醇处于产业发展导入期，关注下游氢基能源应用渗透率提升，绿电-绿氢-绿色燃料产业关系正在逐步理顺，产业发展初期绿色燃料有望享受溢价，建议关注氢能设备、绿色燃料运营环节；维持行业强于大市评级。 本周板块行情：本周电力设备和新能源板块上涨6.98%，其中工控自动化上涨8.38%，新能源汽车指数上涨6.96%，发电设备上涨5.62%，核电板块上涨5.45%，锂电池指数上涨2.32%，光伏板块上涨2.24%，风电板块上涨1.86%。 本周行业重点信息：新能源车：中汽协：3月新能源汽车产销分别为123.1万辆和125.2万辆，同比分别-3.6%/+1.2%，渗透率43.2%。1-3月新能源汽车出口95.4万辆，同比增长1.2倍。动力电池：欣旺达成为特斯拉全球第五家动力电池供应商。中国汽车动力电池产业创新联盟：3月国内动力电池装车量56.5GWh，环比增长114.9%，同比下降0.1%。其中三元电池装车量10.7GWh，环比增长88.1%，同比增长7.3%；磷酸铁锂电池装车量45.8GWh，环比增长122.3%，同比下降1.7%。中科院物理所开发出一种具有自保护功能的...

股票代码 股票简称 报告名称 东财评级 评级变动 2026盈利预测 2027盈利预测 行业 收益 市盈率 收益 市盈率 603179 新泉股份 公司事件点评报告：25Q4业绩短期承压，人形机器人业务勾勒全新成长曲线 买入 维持 2.080 31.58 汽车零部件 null

股票代码 股票简称 报告名称 东财评级 评级变动 2026盈利预测 2027盈利预测 行业 收益 市盈率 收益 市盈率 601869 长飞光纤 公司事件点评报告：AI催生光纤光缆新需求，棒纤缆一体化生产把握上行周期 买入 维持 6.050 65.90 通信设备 null

股票代码 股票简称 报告名称 东财评级 评级变动 2026盈利预测 2027盈利预测 行业 收益 市盈率 收益 市盈率 000157 中联重科 公司动态研究报告：量质齐升，全球化与多元化打开成长天花板 买入 维持 工程机械 null

股票代码 股票简称 报告名称 东财评级 评级变动 2026盈利预测 2027盈利预测 行业 收益 市盈率 收益 市盈率 300433 蓝思科技 2025年报点评：传统业务盈利稳健，持续加码新兴赛道 买入 维持 1.150 25.80 消费电子 null

股票代码 股票简称 报告名称 东财评级 评级变动 2026盈利预测 2027盈利预测 行业 收益 市盈率 收益 市盈率 002675 东诚药业 公司事件点评报告：核药业务快速增长，创新药管线进展顺利 买入 首次 化学制药 null

股票代码 股票简称 报告名称 东财评级 评级变动 2026盈利预测 2027盈利预测 行业 收益 市盈率 收益 市盈率 002946 新乳业 首次覆盖报告：低温战略明确坚定，盈利能力不断提升 买入 首次 饮料乳品 null

股票代码 股票简称 报告名称 东财评级 评级变动 2026盈利预测 2027盈利预测 行业 收益 市盈率 收益 市盈率 603197 保隆科技 公司点评：空簧出海提速，具身智能拓新 买入 维持 汽车零部件 null

股票代码 股票简称 报告名称 东财评级 评级变动 2026盈利预测 2027盈利预测 行业 收益 市盈率 收益 市盈率 600211 西藏药业 公司事件点评报告：存量业务稳健增长，布局创新药打造第二增长曲线 买入 维持 3.070 13.80 生物制品 null

股票代码 股票简称 报告名称 东财评级 评级变动 2026盈利预测 2027盈利预测 行业 收益 市盈率 收益 市盈率 301200 大族数控 公司动态研究报告：AI赋能高增，技术突破与赛道红利共振 买入 维持 专用设备 null

股票代码 股票简称 报告名称 东财评级 评级变动 2026盈利预测 2027盈利预测 行业 收益 市盈率 收益 市盈率 688220 翱捷科技 公司简评报告：多款手机基带芯片陆续推出，ASIC业务订单饱满 买入 首次 0.090 770.19 半导体 null

本期内容提要： 国内外重点炼化项目价差跟踪：截至4月10日当周，国内重点大炼化项目价差为3538.90元/吨，环比变化+75.09元/吨（+2.17%）；国外重点大炼化项目价差为3831.78元/吨，环比变化-21.20元/吨（-0.55%）。截至4月10日当周，布伦特原油周均价为103.49美元/桶，环比变化-6.72%。 【炼油板块】周前期，特朗普警告未来两三周将对伊朗进行猛烈打击，并威胁打击伊朗石油设施，伊朗方面亦强硬回应，双方对峙升级，国际油价大幅拉涨。周后期，特朗普威胁伊朗并设定行动最后期限，并对伊朗石油出口枢纽袭击，而巴基斯坦从中斡旋，提出停火协议，美伊双方均接受该协议，同意停火两周并启动谈判，地缘风险迅速降温，国际油价先震荡后大幅下跌。2026年4月10日布伦特、WTI原油价格分别为95.20、96.57美元/桶，较2026年4月3日分别-14.57、-15.84美元/桶。成品油方面，本周国内成品油价格小幅震荡，价差走阔，海外成品油价格、价差普跌。 【化工板块】本周化工品价格走势略有分化，部分产品下跌主要系成本端支撑走弱，但也存在装置检修预期带来的部分产品价格支撑。聚烯烃方面，本周产品价格震荡运行，价差普遍走强。EVA、苯乙烯产品价格小幅下跌，价差有所走强。纯苯当前持货商多观望为主，产品价格小幅下跌，价差有所走阔。丙烯腈多区域有检修降负情况，行业开工有所下降，产品价格价差上行。PC也存有检修预期，支撑产品价格上行，价差明显走阔。MMA价格小幅上涨，价差有所扩大。 【聚酯&锦纶板块】聚酯方面，本周上游原料端价格小幅下跌；涤纶长丝方面，本周长丝市场存在部分装置减产，市场整体开工下滑，但终端需求并无明显改善，下游纺织市场订单依旧以春夏面料为主，户外面料订单亦有增量，但场内新增订单数量依旧稀缺，但受成本端重心下行，产品盈利小幅改善。短纤及瓶片价格小幅震荡。锦纶方面，锦纶长丝价格有所上涨，价差震荡上行。 6大炼化公司涨跌幅：截止2026年4月10日，6家民营大炼化公司近一周股价涨跌幅为荣盛石化（+6.85%）、恒力石化（+7.42%）、东方盛虹（+4.35%）、恒逸石化（+24.90%）、桐昆股份（+9.87%）、新凤鸣（+5.58%）。近一月涨跌幅为荣盛石化（-8.54%）、恒力石化（+1.22%）、东方盛虹（-4.56%）、恒逸石化（+26.49%）、桐昆股...